-33.2%
TSCO vs SUI
-3.9%
-29.3%
-47.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.7% | +0.4% | 0.0% |
| 7D | +0.1% | -3.8% | +3.9% | +1.8% |
| 30D | +8.7% | +3.9% | +4.7% | +6.9% |
| 3M | +1.2% | +0.2% | +1.0% | +0.7% |
| 6M | +21.6% | -4.2% | +25.7% | +22.6% |
| YTD | -25.3% | -2.5% | -22.8% | -25.0% |
| All | -33.2% | -3.9% | -29.3% | -33.1% |
Cumulative growth
Daily Returns
Daily percentage return beside SUI.
Daily Out/Under-Performance
Portfolio return minus SUI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SUI return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 1y: compounded portfolio wealth divided by compounded SUI wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
1y analysis · Full analysis span regression · 6 months rolling